1. Getting Started with Oracle Integration Generation 2
  2. Recipes Reference
  3. Customer Relationship Management (CRM) Recipes
  4. Send Notifications to Salesforce Lead Owners Using Twilio
  5. Activate and Run the Recipe

Activate and Run the Recipe

After you've configured the connections and the integration, activate the recipe package and run it.

  1. On the Configuration Editor page, click Activate in the title bar. In the Activate Package dialog, click Activate again.
    A confirmation message is displayed informing that the integration has been submitted for activation. Refresh the page to view the updated status of the integration.
  2. Run the recipe.
    1. Log in to your Salesforce instance.

      Note:

      If you're shown the Lighting Experience UI, switch to the Salesforce Classic UI. See Toggle or switch between Lightning Experience and Salesforce Classic.
    2. On the Salesforce Setup page, click the Leads tab.

      Note:

      If you don't see the Leads tab on the page, click the Plus icon to the right of your current tabs, and then click Leads.
    3. On the Leads Home page, select All Open Leads in the View field and click Go!.
      All open leads on your Salesforce instance are displayed.
    4. Click on a lead record's name to open it.
    5. On the lead's page, click Change in the Lead Owner field.
    6. On the resulting Change Lead Owner page, with User selected as the owner type, select an existing user using the lookup. Click Save.

      Ensure that the Salesforce user you select has a mobile number associated with it. This recipe requires the mobile phone number of the lead owner to send an SMS message. If you don't find the required user in the lookup, create a new user record (with a mobile phone number).

    You've now successfully triggered the recipe.
  3. Monitor the execution of the integration flow in Oracle Integration.
    1. On the Configuration Editor page of the recipe, select the integration flow.
    2. Click Run Run icon, then click Track Instances.
    3. On the Track Instances page, you'll see the integration flow of the recipe being triggered and executing successfully.
      The recipe now fetches information about the lead record you just edited along with the new owner's mobile number from Salesforce and invokes Twilio to send a message to the mobile number.
  4. On the mobile phone of the user you just assigned to a Salesforce lead, check for the SMS message from the Twilio account.
    The message contains information about the Salesforce lead assignment.

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